See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,050 | $61,774-59.4% | $97,226-74.2% | $80,856-69.0% |
| Participation rate | 96.8% | 63.5%+33.3pp | 72.7%+24.1pp | 67.6%+29.1pp |
| Annual return | 16.74% | -557.90%+574.6pp | 75.13%-58.4pp | 35.59%-18.9pp |
| Employer contribution / active EE | $4,203 | $1,837+128.8% | $2,729+54.0% | $2,755+52.6% |
| Participant deferral / active EE | $5,595 | $3,029+84.7% | $4,264+31.2% | $4,296+30.2% |
| Admin fee / account holder | $2,160 | $5,166-58.2% | $5,654-61.8% | $6,918-68.8% |